Welcome to Checkr!

This guide will walk you through the Checkr / Criteria Corp integration process, and outline how to use the Checkr dashboard for the background check process. 

The Checkr Help Center is a great resource for any questions that may not be covered in this user guide. If you have any questions not covered in this guide that are specific to Criteria Corp, please email support@criteriacorp.com for additional assistance.

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• Prerequisites
• Add Checkr to Criteria Corp
• Enable Checkr setup
• Create a Checkr account
• Account Hierarchy
• Order Background Checks
• Checkr Features
• Use the Checkr Dashboard
• Checkr’s Candidate Experience
• Resources 

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This guide describes how to set up Checkr to use within Criteria Corp, such that Criteria Corp users can initiate, view, and process Checkr background checks from within the Criteria Corp interface. 

Prerequisites

The following items are required to initiate Criteria Corp / Checkr integration. Please ensure you have the following before proceeding.

• Access to Criteria Corp, with admin rights 

Add Checkr to Criteria Corp

First, enable Checkr from within Criteria Corp. You must have admin access to both Checkr and Criteria Corp to complete this process. 

Enable Checkr setup

To initiate integration, click on the Settings icon then click Integrations. 

If you already have a Checkr account, Sign In.

Create a Checkr account

1. If you don't have a Checkr account, submit your information and select Sign Up.
2. Then submit your business information and select Next.
   
3. Submit your credit card or bank account information, select Next.
4. Select Finish sign up for your business to be verified.
5. If sign up is not finished, an email will be sent to Log in to continue.

Account Hierarchy

The integration allows users to set up different "nodes" inside of their Checkr account to have displayed in the background check ordering workflow. Nodes can be used to designate different locations, teams, or groups that order background checks within your organization. Checkr requires you to assign packages to nodes once they are created, and will then display which node ordered which package on your Checkr invoice. 

Each time you order a background check, you will be asked which node to order the check from, and then select from a pre-populated list of packages available to that node. Invoices will show the background checks ordered by each node within 2 billing cycles after setup. 

To order a background check with Account Hierarchy and nodes:

• Fill in the work location of the candidate as you normally would for any background check.
• Select which Hierarchy node you would like to order from.

The list of available Packages will automatically generate based on the node you select. Select the background check package you want to run. If you do not see any packages populating, you will need to assign the appropriate packages to that node in your Checkr dashboard before proceeding.

For more information on Account Hierarchy, nodes, and how to configure your account, see Checkr's Payment & Billing, Adverse Actions, and Manage Account Settings Help Articles.

Order Background Checks

Once your Criteria Corp and Checkr accounts are connected, return to a candidate’s page in the Results section, and click Run a Background Check.

In the window that opens, select options for the check, and click Request Background Check.

Once the background check has been ordered, the status of the report will be listed in the Criteria Corp candidate dashboard. When finished, click on the Checkr Complete button to open the report in the Checkr Dashboard, and review the details. (For more information on reports and report statuses, see How do I interpret a background report in the Checkr Help Center.)

Most background checks will be completed within 24 hours, but the time to complete can range from a few minutes to a few weeks, depending on the type of check ordered, the geographic location of the candidate, and/or county courthouse operations. 

Checkr Features

Use the Checkr Dashboard

While the integration allows users to order background checks and view their status, the following features are available only within Checkr: 

• Background check invitation links
• Full background check report results
• Adverse Action initiation and processing tools
• Checkr settings 
  • New and existing user management
  • Billing information
  • Email notification preferences

Checkr’s Candidate Experience

The Checkr candidate experience overview describes the Checkr candidate experience of the background check process. It includes information about the Checkr Candidate Portal and Help Center where candidates can self-serve and address common issues that can stall or delay their background checks. The overview also includes common reasons candidates contact Checkr and how to address these issues.

The overview includes:

• An overview of the candidate process
• General information about the background check process, including exceptions and disputes
• An overview of the Checkr Candidate Portal
• An introduction to the Candidate Experience team
• A list of some of the most common candidate questions
• Links to the most frequently used pages in the Checkr Help Center

Resources 

For a quick overview of the Checkr Dashboard, please see Getting started with Checkr